Family Office Services
OVERVIEW
Our firm has served high-net-worth clients for over 55 years and created a family office group that has served multiple families for the last 22 years.
Our multifamily office now serves 46 families and growing. The Family Office Services Group coordinates and leads the client’s team of advisors to assist high-net-worth individuals and their families with complex legal, tax, estate planning, investment, and family needs.
Our Coordinated Strategy
Our coordinated strategy benefits wealthy clients with diverse assets including those with multiple trusts, family businesses, charitable entities, and real estate. Naturally, we have a focus on complex tax and estate planning, but we also have
strengths in organizing and tracking assets, coordinating with a client’s team of trusted advisors, and helping lead family discussions with the rising generation regarding family values and stewardship of wealth. While our origins are rooted in complex estate planning and estate and Trust administration our multifamily office is unique in that it combines these complex estate solutions with a dedicated team of Family Office relationship managers experienced with multi-generational wealth issues.
Your Estate-Planning Partner
To ensure thorough and timely responsiveness, each Family Office is led by an experienced estate-planning partner and a lead relationship manager who oversees a limited number of family relationships. We recognize that managing your wealth is much more than saving taxes and reporting and we have developed significant experience in organizing and charting complex information, coordinating successful advisor meetings, leading rising generation wealth discussions, and helping our families meet long-term family stewardship
goals.
TRUSTS, ESTATE & TAX LAW SERVICES
Nurturing Your Legacy with Care and Expertise
At Gould Cooksey Fennell, nestled in the heart of Vero Beach, we understand that managing
your family’s wealth is more than a financial transaction; it’s about building a legacy that
endures. Our Family Office Services are designed to provide not just wealth management, but a
partnership that respects your family’s values and visions for the future. Our family office
platform is designed to cater to the diverse needs of affluent families like yours. You maintain
flexibility and control, while cutting back on the complexity and costs of supporting full-time
office infrastructure. Ultimately, it allows you and your family to reclaim your time and fully enjoy
life.
Comprehensive Asset Management
Our approach is tailored to safeguard and enhance your financial legacy, ensuring its resilience
through generations. With comprehensive estate mapping, we take a detailed inventory of your
wealth, crafting a custom strategy that aligns with your long-term objectives. Our services
include:
- Generational Wealth Transfer
- Estate and Trust Planning
- Succession Planning for family wealth and operating businesses
- Philanthropy – strategy, design, governance and field of interest documents
- Custody of Key Documents
- Organizational Charts and Estate Mapping
- Coordination of Advisor Meetings
- Rising Gen Discussions
- Estate and Trust Administration, Accountings and Reporting
- Corporate Transparency Act Compliance
- Investment Manager Tracking and coordinating
- Coordination with Bill paying and Health Care Liaisons
Navigating Generational Wealth: From First-Generation to Future Heirs
We partner with first-generation parents, delving into the essence of their financial world to
create a legacy that extends beyond mere numbers. Preserving wealth is complex, and there are important issues unique to each family. Our collaborative approach decodes the complexities of wealth, ensuring future generations benefit meaningfully. Our services focus on:
- Wealth Structure Analysis
- Inheritance Planning
- Legacy Preservation
- Family Wealth Education
- Family Values
Empowering Through Education: Understanding Wealth's Impact
We are observing the onset of what is commonly referred to as the “great wealth transfer” and
anticipate the rising generation will have a different profile. At the core of our service is a commitment to educating our clients and their heirs. We strive to ensure every family member
understands the full impact of their wealth and through our extensive network we help align
families and individuals with resources and tools that empower them to actively participate in the
qualitative development and growth of their family and community.
Wealth management encompasses more than just money management, and our educational
services include:
- Financial Literacy Programs
- Collaborative Advisory Services
- Tax Efficiency and Asset Protection
- Rising-Generation Preparation
Business Succession Planning and Business Consulting
Succession planning and business consulting are integral parts of our Family Office Services. We help family-owned businesses plan for the future, ensuring a smooth transition of leadership and ownership that aligns with the family’s values and goals. Our services include:
- Succession Strategy Development
- Business Valuation and Transition Planning
- Family Governance and Business Continuity Planning
Holistic Wealth Integration: Beyond Financial Planning
Our relationship managers provide seamless integration of family dynamics with financial management, ensuring that every aspect of your wealth is aligned with your family’s values and goals. Our holistic approach includes:
- Integrated Family Dynamics
- Comprehensive Business and Philanthropic Planning
- Proactive Tax Planning
- Administrative and Logistical Support
A Legacy of Trust and Excellence
In the end, what truly distinguishes Gould Cooksey Fennell is our unwavering commitment to
the families we serve. We do not just design estate plans; we cultivate relationships that foster
trust, understanding, and mutual respect. As stewards of your family’s legacy, we pledge to
maintain the highest standards of integrity and professionalism, ensuring that your legacy
flourishes through the generations, securely and wisely guided by our expert team. Gould
Cooksey Fennell stands out for its deep commitment to personal relationships, understanding of
family dynamics, and comprehensive service offerings.
- Client-Centric Approach
- Vero Beach Community Focus
- Integrated Legal and Financial Expertise
- Dedicated Relationship Management
Our Family Office Service Attorneys & Directors
Todd W. Fennell
Chair
Anthony P. Guettler
Justin K. Larson
Dillon L. Roberts
Jeffrey J. Spina-Jennings
Gail Alexander
CO-Director
Iliana Malaret
CO-Director
WHY CHOOSE US
All Estate Planning & Tax Group lawyers have an LL.M. in taxation or estate planning, and their professional designations include Florida Bar Board Certification, AV Preeminent for High Professional Excellence, Best Lawyers in America©, and Super Lawyers. Gould Cooksey Fennell has one of the largest, most sophisticated estate planning and tax groups in our area and has served the Treasure Coast in this area of law for over 65 years.
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* Our attorneys and staff value your privacy and will not share your personal information with any third-party entities.
